Texas Instruments Inc TXN

Revenue Intelligence Report • 70 quarters of SEC filing data • Updated 2026-03-06

Texas Instruments Inc's revenue is primarily driven by its investments in R&D and SG&A, although both areas currently yield negative long-run revenue impacts, with R&D spending resulting in a $-5.30 return and SG&A a $-1.48 return for every dollar spent. The company's latest quarterly revenue of $4,423 million reflects a 2.1% deviation from the predicted $4,517 million, showcasing a model accuracy of 4.0% MAPE. Looking ahead, the FY forecast estimates revenue at $17 billion, representing a slight decline of 2.2% year-over-year. Investors should consider the challenges in optimizing spending efficiency while navigating a competitive landscape.

Next FY Revenue

$17.29B

-2.2% YoY

R&D Multiplier

$-5.30 per $1

SG&A Multiplier

$-1.48 per $1

Model Accuracy

4.0% MAPE

Holdout validation: The model predicted $5B vs the actual $4B — an error of 2.1%.

⚠ Model limitation: This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q4 2025	$5B	$4B	$4B – $5B	+12.7%	✓ In range
Q2 2026	$4B		$4B – $5B	+6.4%
Q3 2026	$4B		$4B – $5B	-1.6%
Q4 2026	$4B		$4B – $5B	-8.7%
Q1 2027	$4B		$3B – $5B	-3.8%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

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